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Financial Planning Associate

2 months ago

Mobile, Alabama, United States Peters Financial Full time
About Peters Financial

Peters Financial is a reputable and established firm in the financial planning and wealth management industry, with over 40 years of experience. We pride ourselves on providing exceptional customer service and building long-term meaningful relationships with our clients.

Job Description

We are seeking a highly motivated and detail-oriented Associate Financial Planner to join our team in Mobile, AL. The successful candidate will work closely with Financial Advisors to develop and maintain financial plans, provide investment analysis and advice, and collaborate with cross-functional teams to deliver customized solutions.

Key Responsibilities
  • Develop and maintain financial plans for clients
  • Provide investment analysis and advice
  • Collaborate with cross-functional teams to deliver customized solutions
  • Work with the client service team to execute trades, distributions, RMDs, and new account openings
  • Assist with firm-wide projects, such as implementing new financial software and training staff
Requirements
  • Master's or Bachelor's degree in Finance, Business, or a related field
  • 1-5 years of experience in financial planning, investment analysis, or a related field
  • Knowledge of financial planning software and tools, including Excel, Morningstar, MoneyGuidePro, and Emoney
  • Experience working in financial operations, including trades, distributions, RMDs, and new account openings
  • Strong interpersonal and communication skills
  • Strong computer skills, Microsoft Suite
  • Exceptional skills in Microsoft Excel required
  • Familiarity with Customer Relationship Management Software
  • Ability to work independently and in a team environment
  • Experience interacting with clients in a professional manner
  • Strong note-taking skills with extensive experience in client meetings
  • Willingness to sit for FINRA Financial & State Insurance Exams
  • Certified Financial Planner (CFP) certification or willingness to pursue the certification in the future is a preferred qualification
Benefits
  • 401k & Profit Sharing
  • Health Insurance - BlueCross of Alabama
  • Dental & Vision Insurance - BlueCross of Alabama
  • PTO / Paid Time Off
  • Sick Leave
  • Paid Maternity Leave
  • Paid Holidays
  • and More
Confidentiality and Integrity

Working in financial services necessitates exposure to highly sensitive and confidential client financial and personal information. As such, anyone applying for this position must pass an extensive background check and drug screening. Professional references will be required and vetted. Protection of sensitive client and company information requires the use of non-disclosure and non-compete agreements.